Robert Mahoney is a registered investment advisor at Rfm Investment Advisor, based in Boca Raton, FL, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 59 clients with $15M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7777 Glades Road, Suite 217, Boca Raton, FL, 33434
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the Vice President and 50% owner of Tech Investors Group, Inc., working as a consultant. He spends minimal time on this activity, preparing and advising on tax and banking matters.
Employment History
Current Registrations
Rfm Investment Advisor
State Registrations1 state
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